Skip to main content
Send organizers
Search
Search SafeSend Support Help and Support.

This article applies to:

  • Product: safesend
  • Subject: Organizer
  • Audiences: Staff

Process an organizer - Delivery options

Select the tabs to get detailed information about each section of the
Delivery Options Tab
. For more information about how to upload and process organizers, refer to our Processing an Organizer article.
Taxpayer Dashboard
  1. Taxpayer Preview
     will open up a new tab that shows the return from the taxpayer's perspective.
  2. Contact Person
     lets you decide who appears as the contact person for the taxpayer. You may select any user in the dropdown.
  3. Message From Preparer
     lets you add a message that appears to the taxpayer after authentication. You can select a stored message, edit, or create a new one:
    • Select
      New
       to open an editor to create a new message to the recipient.
      • Add hyperlinks, adjust the font size, the color of text, etc.
    • Select
      View
       to open an editor to edit an existing message
      • Add hyperlinks, adjust the font size, the color of text, etc.
    • Select
      Update
       to save the message.
      • Once a message has been added, the
        View
         button is removed and an
        Edit
         button appears.
Email Notifications
This section will allow you to change the email notifications. The current selections are applied from
My Settings
.
  1. Select the name that will appear on email notifications that the client receives in the
    Sender Name
     dropdown
  2. Select which user receives a notification that the Engagement Letter (or any additional signing documents) in the
    Notify About Completed Engagement Letter
     dropdown.
  3. Select which user receives a notification that the taxpayer has marked their organizer as Complete in the
    Notify About Completed Organizer
     dropdown.
  4. Select which user receives a notification that the taxpayer has uploaded their source documents in the
    Notify About Uploaded Files
     dropdown.
    • This notification will only be triggered when the taxpayer selects 'Save & Notify' on the upload screen.
Reminders
This section lets you change selections for signing and organizer reminders. These are applied from the Admin Settings.
  1. Select the
    Signing Reminder
     dropdown to set how often reminders to Sign the Engagement Letter are delivered.
  2. Select the
    Organizer Reminder
    dropdown to set how often reminders to complete the organizer are delivered.
  3. Use the toggles to the right of the drop-downs to turn the corresponding reminders on or off.

error-icon

error-close